Long Path Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Long Path Partners LP reported 6 stock positions worth $294.6 million. Its top holding was Ncino (NCNO) at 45.5% of the portfolio, followed by Corpay (CPAY, 15.5%) and Docebo (DCBO, 11.6%). Compared with Q1 2025, it sold out of 4, added to 5 and reduced 1. The biggest buy was Ncino (NCNO, shares +61%) and the biggest sale Procore Technologies (PCOR, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001905112
- Portfolio Value
- $294.6M (Q2 2025)
- SEC Filing
- 0000919574-25-004549 ↗ filed Aug 13, 2025
Holdings Value
Holdings 6 stocks · $294.6M
| NCNO Ncino Inc. | 45.46% | 4,787,869 | $133.9M | Add +61.1% |
| CPAY Corpay Inc. | 15.55% | 138,003 | $45.8M | Add +41.5% |
| DCBO Docebo Inc. | 11.56% | 1,176,750 | $34.1M | Add +30.5% |
| ALKT Alkami Technology Inc. | 11.03% | 1,078,466 | $32.5M | Add +57.3% |
| IIIV I3 Verticals Inc. Class A | 9.70% | 1,039,847 | $28.6M | Add +4.2% |
| PCOR Procore Technologies Inc. | 6.70% | 288,280 | $19.7M | Reduce -45.2% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $234.6M | NCNO, MLAB, ALKT, CPAY, TYL |
| Q1 2026 | 9 | $220.1M | NCNO, MLAB, ALKT, CPAY, TYL |
| Q4 2025 | 7 | $292.4M | NCNO, ALKT, CPAY, IIIV, DCBO |
| Q3 2025 | 7 | $276.6M | NCNO, ALKT, CPAY, IIIV, DCBO |
| Q2 2025 | 6 | $294.6M | NCNO, CPAY, DCBO, ALKT, IIIV |
| Q1 2025 | 10 | $258.7M | NCNO, PCOR, CPAY, DCBO, IIIV |
| Q4 2024 | 11 | $308.6M | NCNO, PCOR, DCBO, CRM, CPAY |
| Q3 2024 | 10 | $308.3M | NCNO, CPAY, DCBO, CRM, LBRDK |
| Q2 2024 | 10 | $252.3M | NCNO, CPAY, DCBO, PCOR, ALKT |
| Q1 2024 | 9 | $190.0M | CPAY, NCNO, ALKT, CRM, DCBO |